Q: Reports

To add a comment to an individual employee's payslip:

• Open the Employee record > Analysis tab > type your comment text into the Payslip Comment box.

  Tip: To add a comment to several employees' payslips simultaneously, select the employees > Tasks > Global Changes > Payslip > Set Payslip Comments.

You can only print comments on certain payslip layouts. These are:

• Dot Matrix (1 per 6in. page) with Comments
• Dot Matrix (2 per 12in. page) with Comments
• Laser (2 per A4 sheet) with Comments
• Dot Matrix (1 per 6in. page) with Holiday Fund and Loans
• Laser (2 per A4 sheet) with Holiday Fund and Loans
• All three email payslip layouts

Yes, you can. For more information, see Email payslips.

For added security, you can password protect emailed payslips. For more information, see Recording employee analysis details.

When you update a pay period in Sage 50 Payroll, that period's figures are added to the P11 reports. At the end of each period, you should print a selection of P11s and check that all pay periods have been updated.

You should also use the P11 reports at the end of the year. Print P11s for all your employees to make sure that:

• All updated information is correct and complete.
• There are no missing periods which can't be accounted for.
• There are no brought forward (B/F) values that can't be accounted for.

National Insurance figures only appear on P60s when you've updated at least one pay period within Sage 50 Payroll.

If you've entered Year to Date (YTD) values, but not processed and updated any pay periods, you should amend the YTD values to those of the employee's penultimate pay period, then process and update their final pay period.

These boxes are left blank if the employee has left your employment. This happens because if the employee has finished the tax year elsewhere, you can't know their total pay and tax details for the whole year.

A Scheme Contracted Out Number (SCON) reference is required on an employee's P60 if they contribute to a contracted out, occupational pension scheme, for example a COMP or COMP Stakeholder friendly scheme.

If an employee has contributed to a relevant pension and the SCON reference doesn't appear, you must return your payroll data to the appropriate pay period and enter the SCON in Company > Pension Schemes. You can use the Roll Back Employee Wizard to do this. You must then reprocess the employee's pay up to date and reprint the P60. For more information, see Correcting mistakes.

Form P32 is issued before the start of each tax year, or immediately for a new employer.

You must complete the P32 each time a payment is made, recording NI, tax, statutory payments and student loans information against the appropriate month number.

Using Sage 50 Payroll, the figures on the P32 update automatically each time you update a pay period. You should print the P32 at the end of each month. A tax month runs from 6th of one month to the 5th of the following month.

At year end, you should retain the P32.

There are two employee address labels available within Reports > Employee:

• Employee Address Labels (Dot Matrix 12 inch sheet)
• Employee Address Labels (Laser A4)

The table below shows the number of labels per page for each layout:

Description	Labels per page
Employee Address Labels (Dot Matrix 12 inch sheet)	24
Employee Address Labels (Laser A4)	21

You can amend some settings for the label layouts from the Preview window.

1. Choose the address labels you want > Preview.
2. Using the options at the top of the window you can amend the page setup, change the fonts and styles used, and print the labels.
   

You can amend other options, for example the number of labels across or down the page, from within Sage Report Designer.

1. Choose the address labels you want > Edit.
2. Report > Report Properties > enter a new name and description for the report > OK.
3. Format > Labels & Forms > choose your label from the drop-down list > OK. Alternatively, click Advanced and enter the required settings for your label.  For further information about this, within Sage Report Designer, press F1.
4. File > Save As > enter a new file name for your label > browse to the required folder > Save.
   
   

Sage Report Designer is a powerful reporting tool with many features to help you customise and manage your reports, payslips and labels. To find out more, see Sage Report Designer.

1. Employee list > select the employees you want to use > Reports > New.
2. Labels tab > follow the instructions in the wizard.

If you'd like to know what types of reports are available in your software, simply open the reports option you want, and take a look at the options listed.